Senior Business Analyst - Group Lead

Group Lead - Business Analyst LFO

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection.

Be part of an inclusive, collaborative culture that rewards you for your contributions, and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So, if you're talented, driven and want to work for a strong, ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Job Description

This role is accountable for recurring analytics deliverables and controls that support frequent reporting, model output validation, and ad hoc analysis to test attributes for future model inclusion. The position ensures data quality, produces actionable trend insights, supports model development through ad hoc analyses, and communicates with senior leaders on report questions.

Key Responsibilities:

• Reporting & Analytics: Lead end‑to‑end reporting and analytics including monthly pipeline dashboard validation, trend and offer‑lag analysis, quarterly attrition reporting, and EAR CBA performance tracking; ensure data accuracy through strong controls, consistent definitions, version management, and partnership with data/automation teams to transition manual reports to scalable automated solutions.

• Develop & Share Insights: Develop actionable insights by identifying pipeline drivers, anomalies, pricing and offer “sweet spots,” deal impact implications, and attrition risks; synthesize analyses into concise, leadership‑ready narratives and summaries that inform strategic decision‑making and business outcomes.

• Model output validation (controls): Execute quarterly validation of EAR CBA outputs, collections model inputs/outputs, and attrition model outputs; document findings and remediate issues with data and model owners.

• Ad hoc analytics to support model development: Conduct deep-dive analyses on advisor attributes and other drivers (e.g., terms to competition) to inform model enhancements and business decisions.

• Stakeholder management and proactive communication: Collaborate with business leaders, technology support and modeling SMEs and maintain connectivity to Finance data initiatives to align assumptions and sourcing.

• Model governance deliverable management: Maintain a consolidated governance calendar and coordinate deliverable readiness across model owners; track approvals, refresh cycles, and audit artifacts.

• Operational readiness & continuity: Build and maintain process documentation/procedures, establish a team mailbox/distribution list for report delivery, and ensure access continuity through co-ownership and trained backups.

Required Qualifications:

• 7–10 years of experience in analytics, reporting, dashboarding, business intelligence, risk analytics, or model operations within financial services or a data-driven environment.

• Strong experience with data validation, reconciliations, and control routines for recurring reporting and/or model outputs.

• Proficiency in SQL and advanced Excel; experience with data visualization/reporting tools (e.g., Power BI).

• Working knowledge of Project Management concepts and the ability to partner effectively & drive the project/analytics

• Working knowledge of statistical/modeling concepts and the ability to partner effectively with model developers

• Experience managing recurring deliverables with clear timelines, stakeholder communications, and documentation standards.

• Strong written communication skills to translate analytical findings into concise, decision-ready narratives.

Preferred Qualifications:

• Experience automating reporting workflows (e.g., Python/R, Power Query, Alteryx, scheduled BI refreshes) and validating automated outputs after transition.

• Familiarity with model governance practices (e.g., documentation, change control, monitoring, validation evidence, audit readiness).

• Experience using Jira (or similar) to manage analytics/project work and support team execution rhythms.

• Domain exposure to pipeline/CRM data, sales performance analytics, advisor analytics, collections analytics, or attrition/churn modeling.

• Bachelor’s degree Computer Science discipline; advanced degree a plus.

In-Office Collaboration:

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least three (3) days per week, with flexibility to work from home two (2) days per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Full-Time/Part-Time

Full time

Timings

(2:00p-10:30p)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Finance

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, military status, veteran status, marital status, pregnancy, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Experience Level

Senior Level